Latest ideas and analyses related to Barclays

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F , GM

+35 pts



Barclays says #chipshortages could drive distribution model shifts that favor OEMs over suppliers

By cassie on Sept. 20, 2021, 2:39 p.m.
Tagged topics: electric vehicles , Barclays , semi shortage

Views: 97, Votes: 2, Responses: 0, Attachments: 2
SQ

+37 pts



$SQ - Barclays says Square is already in a test-and-learn phase with #CashApp branded #BNPL service

By realjoe on Sept. 20, 2021, 12:36 p.m.
Tagged topics: fintech , Cash App , Barclays , buy now pay later , BNPL

Views: 119, Votes: 4, Responses: 0, Attachments: 2
QCOM , MU , CRUS

+34 pts



Barclays says #iPhone13 was a disappointment for $QCOM, but a positive surprise for $MU / Memory

By bbern3 on Sept. 15, 2021, 11:25 a.m.
Tagged topics: Barclays , semiconductors , iPhone 13

Views: 211, Votes: 3, Responses: 0, Attachments: 2
SQ

+32 pts



$SQ - Barclays says uniting Seller and #CashApp could move Square beyond its current ecosystem

By realjoe on Sept. 13, 2021, 5:29 p.m.
Tagged topics: fintech , Cash App , Barclays

Views: 150, Votes: 2, Responses: 0, Attachments: 2
PANW

+31 pts



$PANW - analysts bullish into Analyst Day, Barclays expects new 3-year model could yield $2.4bn in FCF in FY24

By junkfoodlover on Sept. 10, 2021, 10:32 a.m.
Tagged topics: analyst day , RBC , Barclays , security software

Views: 106, Votes: 1, Responses: 0, Attachments: 4
F , AAPL

+30 pts



$F - Barclays says Ford's tech hire from $AAPL indicates that recurring revenue streams are the next big source of value to OEMs

By cassie on Sept. 9, 2021, 11:31 a.m.
Tagged topics: electric vehicles , Barclays , autotech , new hire

Views: 2356, Votes: 1, Responses: 0, Attachments: 2
NFLX

+5 pts





By kyunbhai on Sept. 8, 2021, 11:55 a.m.
Tagged topics: valuations , streaming , growth stock , TAM expansion , gaming , live entertainment , Barclays , online entertainment platform , merchandizing

Views: 2, Votes: 1, Responses: 0, Attachments: 0
NFLX

+37 pts



$NFLX - Barclays believes Netflix is in the early stages of TAM expansion from multiple sources, such as gaming

By junkfoodlover on Sept. 8, 2021, 10:39 a.m.
Tagged topics: streaming , TAM expansion , gaming , live entertainment , Barclays , merchandizing

Views: 475, Votes: 2, Responses: 1, Attachments: 2
PYPL

+32 pts



$PYPL - analysts see acquisition of #Paidy as #BNPL industry consolidating to gain scale and increase wallet share

By phenphen on Sept. 8, 2021, 10:28 a.m.
Tagged topics: mergers and acquisitions , fintech , RBC , Barclays , BNPL , Paidy

Views: 150, Votes: 1, Responses: 0, Attachments: 4
AVGO

+32 pts



$AVGO - Barclays says Broadcom is the best way to play the enterprise recovery

By bbern3 on Sept. 3, 2021, 9:47 a.m.
Tagged topics: discount valuation , market share gains , analyst top pick , Barclays , semiconductors

Views: 143, Votes: 2, Responses: 0, Attachments: 2